NATIONAL INSTITUTE FOR TRIAL ADVOCACY (EIN 237302195) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

WENDY MCCORMACK

Phone

3039536800

Tax Period

2024-01-01 to 2024-12-31

NATIONAL INSTITUTE FOR TRIAL ADVOCACY, founded in 1971, is a community nonprofit in the Social Science sector that reported $8.7M in total revenue in fiscal year 2024.

Mission

PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY BY TRAINING AND MENTORING LAWYERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $490,315

Program Service Revenue $7,321,980

Investment Income $101,529

Other Revenue $812,612

TOTAL REVENUE $8,726,436

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $3,313,853

Fundraising Expenses $0

Program Expenses $6,404,910

Other Expenses $4,916,172

TOTAL EXPENSES $8,980,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,726,436	$8,693,106	+0.0%
Expenses	$8,980,025	$8,429,481	+0.1%
Net Income	$-253,589	$263,625	-2.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

580

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$897,225

Total Directors

$108,543

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNIE DEETS	TRUSTEE	1.00	Director	$64,265	$0	$64,265
WHITNEY M UNTIEDT	TRUSTEE	1.00	Director	$20,268	$0	$20,268
ROBERT VAUGHAN	TRUSTEE	1.00	Director	$7,250	$0	$7,250
DAN RABINOVITZ	TRUSTEE	1.00	Director	$7,000	$0	$7,000
MICHAEL H GINSBERG	TRUSTEE	1.00	Director	$4,000	$0	$4,000
BEN R RUBINOWITZ	TRUSTEE	1.00	Director	$3,150	$0	$3,150
ELIZABETH ESPONOSA-KRUPA	TRUSTEE	1.00	Director	$1,305	$0	$1,305
LINWOOD C WRIGHT JR TRUSTEE	CO-CHAIR OF AUDIT & FINANCE COMMITTEE	5.00	Director	$1,305	$0	$1,305
EDWIN JOHN U	CHAIR	1.00	Officer Director	$0	$0	$0
DORIS CHENG	TRUSTEE	1.00	Director	$0	$0	$0
HON LEE EDMON	TRUSTEE	5.00	Director	$0	$0	$0
ROGER FAIRFAX JR	TRUSTEE	1.00	Director	$0	$0	$0
HON GEORGE C HANKS JR	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA A JOHNSTON TRUSTEE	CO-CHAIR OF AUDIT & FINANCE COMMITTEE	5.00	Director	$0	$0	$0
DANIEL M KOTIN	TRUSTEE	1.00	Director	$0	$0	$0
L JOSEPH LOVELAND	TRUSTEE	1.00	Director	$0	$0	$0
PHIL RESTREPO	TRUSTEE	1.00	Director	$0	$0	$0
HARRY H SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
GERALDINE SUMTER	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA VIGIL	TRUSTEE	1.00	Director	$0	$0	$0
WENDY MCCORMACK	EXECUTIVE DIRECTOR	35.00	Officer	$280,633	$31,546	$312,179
CASSIE FAHRNEY	ASSOCIATE ED, FINANCE	35.00	Officer	$181,338	$24,375	$205,713
JENN SCHNEIDER	ASSOCIATE ED, OPERATIONS	40.00	Officer	$165,795	$48,017	$213,812
RHANI CHOI	EDUCATION DIRECTOR	40.00	Officer	$156,098	$9,423	$165,521
AMY SHAPIRO	DIRECTOR OF SALES/MARKETING	40.00	Highest	$134,431	$47,577	$182,008
CHARLES RUSSELL	ASST. DIRECTOR OF SALES/MARKETING	40.00	Highest	$133,514	$21,234	$154,748
MICHELLE ROGNESS	CLIENT SERVICES DIRECTOR	40.00	Highest	$107,872	$19,960	$127,832
JASON AUGUSTINE	CLIENT RELATIONS MANAGER	40.00	Highest	$104,386	$17,195	$121,581
WILLIAM J HUNT	FORMER TRUSTEE	1.00		$22,875	$0	$22,875

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,726,436	$8,980,025	$4,413,203	$-253,589
2023	$8,693,106	$8,429,481	$4,470,085	$263,625
2022	$7,924,749	$7,677,753	$4,159,621	$246,996
2021	$6,232,093	$5,349,284	$4,212,173	$882,809
2020	$4,388,021	$4,466,124	$3,422,129	$-78,103
2019	$8,171,885	$8,015,613	$3,403,297	$156,272
2018	$8,878,037	$7,979,664	$3,483,406	$898,373

NATIONAL INSTITUTE FOR TRIAL ADVOCACY